Mentions

Use mentions to automatically send selected team members notifications from a matter.

There are 2 areas within a matter where you can mention someone:

• A matters Sticky Note; when you want to draw attention to a matter in general.
• A matters internal note within the Folder tab; when you want something specific looking at within a matter.

How to Create a Mention

Within the relevant note section on a matter:

1. Type @ followed by the staff members name. As you start typing, a list of suggestions will show helping you to narrow down your choice.
2. Provide any text you’d like to send to them
3. Save

A copy of the note will be emailed to the selected team member and saved to the matter.